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  1. 7 Habits of Successful Investors

    Special presentation: Learn how 'cheaping out,' building in discipline, and other simple steps help successful investors get it done.

  2. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .

  3. How to Use Morningstar's Retirement Portfolios

    Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.

  4. How to Take Required Distributions

    Decide which assets from which accounts and how charitable giving fits in.

  5. Get a Handle on Your Portfolio

    Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.

  6. Bucket Portfolios for Retirement Income : Step by Step

    Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio , including some of her favorite funds for retirees .

  7. How to Make the Most of Your 401(k)

    In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.

  8. Retirement Planning in Overvalued Markets

    Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement - income sustainability, says financial-planning expert Michael Kitces.

  9. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  10. Settlement Achieved by Schlichter, Bogard & Denton on Behalf of Boeing Employees in 401(k) Excessive Fee Case

    Settlement Achieved by Schlichter, Bogard & Denton on Behalf of Boeing Employees in 401(k) Excessive Fee Case

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